Investment Q&A

Q: Hi 5i, thoughts on yesterday's quarter and forward looking estimates? Would you be a buyer at these levels and have any analyst estimates changed? Also could you provide updated valuation metrics that you like or didn’t like. Thx.

Q: Good Morning
Your opinion please on Hammond’s lates test quarter and the ongoing issue of share based compensation.
Thank you

Q: Hello Team,

Can you please rank the above Canadian Equities looking for best possible returns over the next 2-3 years. Thanks again!

Q: I know they are different industries but which would you prefer for a 3 year hold?

Q: I need to liquidate a portion of a portfolio holding the 8 stocks listed. Can you please rank them in the order you would sell (first to last) based on potential for total return over the next 3-4 years?

Q: Please rank from most conviction in a recovery to least conviction. Thank you

Q: Hi there. Looking for an update on POWL. I note that you seemed to have a favourable opinion in early February and the PE has come down since then given the market. What further downside might you expect or do you think it has found a floor? What does it need as a catalyst to move back up? Finally, POWL or HPS.A or 1/2 of each?

Q: I'm down 34% in my cash account. Do you have feel selling and picking up a proxy for 30 days makes sense? If so, can you suggest one?

Q: You mentioned that Cls as high risk ,would you consider Hammond at the same level? And if not for tax loss which one is a better hold or what would be a better alternative to swap for Hammond if tax loss is prefered?Tks.Larry

Q: I am looking for tax-loss proxy ideas for the following names: CAN: HPS.A, KSI, VHI. US: NBIS, SYM, FOUR. Thank you!

Q: Hi 5i Team - Could you name a few companies that service AI data centres in a structural way such as construction, maintenance/repairs, cooling, etc. Also a few companies that provide the power needed to run these centres. These would be stocks that have good growth ahead of them. Any market cap is fine but at least one small cap and a couple of mid caps. Also a combination of U.S. and Canadian companies.
Thanks.

Q: Hi, holding a few of these losers now in my non registered accounts - they were nice winners just a short time ago. What are the best proxies for these as a tax loss strategy? If my holding is CAD and the proxy is US, should I convert CAD funds to buy US or avoid these situations? Also, at what $ or price % loss would you consider doing these tax loss trades? Thanks!

Q: Which would you prefer HPS.A or GFL from a growth perspective?

Thanks for your service?

Q: One would think that CLS, HPS.A and VRT would be screaming buys if Trump said "just kidding" and ended his tariff war tomorrow. But I wonder if this is true. What are the chances that AI/data centre stocks were in a bubble and all it needed to burst was a new low energy search engine like DeepSeek? Is it possible that the wider market chaos is just masking an inevitable re-pricing of AI and data centre stocks? If so, the current lower price for these stocks may not be the screaming buy they might appear to be.

Q: Greetings 5i team,
I hold the securities listed above, as well as a couple of more stable ETFs and some cash in my TFSA. I am aware that things are going to be volatile at least for the near future but am wondering in what order an investor might deploy cash to any of these securities given the correction we are experiencing.
Thank you
Steve P

Q: Could you please list these industrial stocks in order of conviction from best to least conviction. thank you.

Q: Hello 5i,

I'm thinking of selling my BCE shares in my non-registered account for tax loss purposes since I'm also expecting a dividend cut shortly. I'm looking to replace the dividend income as much as possible and I'm thinking of putting the proceeds in Telus (which I already own) or FRU.UN (not owned but I already own TOU). I'm debating whether a possible capital appreciation with BCE following a dividend cut makes it worth rebuying after 30 days instead of continuing to hold T or FRU.UN for the long term? Overall, my goal is to maintain my dividend income with this particular trade.

I'm also thinking about replacing FSV with HPS.A (I had HPS.A FOMO a few months ago but I'm not sure it's going back to its previous days?) in my TFSA for overall returns and I'm wondering if you have a preference between the two?

Thank you,
Lisa

Q: What percentage of sales go to the US

Q: please comment on year end results and evaluation

Q: Hello Team,
Can you please rank the above companies from 1-13 based on which ones you would purchase today, looking for a 2-3 year hold. Thanks.